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What Independent Retail Told Us in July Based on advisor conversations across our client community, July 1 – August 7, 2026 +4.9% median sales growth YoY, client community July cooled after a strong June. Here's what's actually driving the pattern, store by store. +15.7% top vertical — Toys/Hobby Aug 31 Stocky sunset — migration window closes

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Every independent retailer has heard some version of the promise. AI is going to change everything.

Maybe you've seen the demos. Maybe a rep has pitched you a tool that "knows your business" after reading a spreadsheet once. Maybe you've wondered if you're already behind.

Here's the distinction that actually matters, and the one most of the hype skips ov...


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Last night I stood in the Australian Outback, in the dark, facing Uluru ( in the southwestern corner of the Northern Territory).

Above me, a sky utterly unpolluted by civilization's light. A partial moon, and more stars than most humans alive today have ever seen at once. Around me, wilderness stretching to every horizon. And in front of me, the largest laser, ...


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Alex Karp, the CEO of Palantir, went on CNBC on July 1 and called the AI industry “effing insane.” He said the CEOs he speaks with privately are livid. He said enterprises are paying for tokens that generate no value while surrendering the intellectual property that makes them competitive. He called it a wealth tax on American business.

It was a remarkable performa...

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